Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Quest Investment Managers – Multi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
6.28%
6 Months
−2.32%
16.32%
1 Year
−4.30%
11.67%
3 Years
4.86%
19.26%
5 Years
5.12%
13.96%
Since Inception
13.15%
16.00%
Fund Age
16 yrs 7 mo
12 yrs
AUM
₹21.07 Cr
₹725.3 Cr
Alpha – 1 Year
−7.28%
6.95%
Alpha – 3 Years
−7.02%
7.18%
Information Ratio – 3 Years
-1.10
0.87
Volatility – 1 Year
16.85%
21.97%
Volatility – 3 Years
18.06%
19.77%
Beta – 1 Year
0.95
1.15
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
-0.50
0.37
Sharpe Ratio – 3 Years
0.05
0.73
Worst Rolling Year
-4.57%
-10.23%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−24.09%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
95.10%
93.09%
Median Rolling Year
13.12%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 29% · M 26% · S 42%
Number of Stocks
34
34
Portfolio P/E
41.34
42.87
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%